RE and RP reporting

Rachel Kave

:

I really like the prospect research report in RP but in our organization we make it a general rule to use RE as our robust powerful data source.  My biggest obstacle is the personal research I do regarding lifestlye, children, interests and other pertinent information about my prospect.  I put that in the notes section of RE and don't want to have to double enter in RP.  I would like to see a similar canned report in RE that my MGO can get by push of a button.  I do not have NXT so I wasn't sure if that was offered with that software.


Thanks

Rachel Kave

St. Luke's Health Network

Tom Klimchak

Not sure about how much NXT has with RP (we don't use NXT yet)... but we are in the process of recreating our profile reports. We have a lot of notes, but we only want "cleaned up" notes to print out on our prospect reports. We hit upon the idea of creating a special "Profile Note". We then filter our export so that's the only note that comes out on our reports. Still "double-entering" some data into two sets of notes, but we're going to give it a try and see how it works.

Rachel Kave:

:

I really like the prospect research report in RP but in our organization we make it a general rule to use RE as our robust powerful data source.  My biggest obstacle is the personal research I do regarding lifestlye, children, interests and other pertinent information about my prospect.  I put that in the notes section of RE and don't want to have to double enter in RP.  I would like to see a similar canned report in RE that my MGO can get by push of a button.  I do not have NXT so I wasn't sure if that was offered with that software.


Thanks

Rachel Kave

St. Luke's Health Network